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IBM
IBM

Overview Fund Activity

3,216 hedge funds and large institutions have $144B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,242 increasing their positions, 1,262 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,216
Holders Change
+106
Holders Change %
+3.41%
% of All Funds
43.68%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.28%
New
286
Increased
1,242
Reduced
1,262
Closed
124
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.88B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Capital World Investors
Capital World Investors
California
+$881M
4
Morgan Stanley
Morgan Stanley
New York
+$618M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$323M

Top Sellers

1
State Street
State Street
Massachusetts
-$266M
2
First Trust Advisors
First Trust Advisors
Illinois
-$250M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$202M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$199M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
2001
Commonwealth Financial Services
West Virginia
$646K +$145K +582 +29%
EIA
2002
Eldridge Investment Advisors
New Hampshire
$646K – – –
AWA
2003
Amplius Wealth Advisors
Pennsylvania
$645K -$40.5K -163 -6%
GEA
2004
Glen Eagle Advisors
New Jersey
$643K -$161K -649 -20%
NFG
2005
Nadler Financial Group
Illinois
$642K +$141K +568 +28%
FCM
2006
Fortis Capital Management
Washington
$642K +$642K +2,580 New
FAM
2007
Fenimore Asset Management
New York
$640K – – –
ML
2008
McAdam LLC
Pennsylvania
$639K -$266K -1,068 -29%
EF
2009
Elite Financial
Idaho
$639K -$123K -493 -16%
FPCP
2010
Fort Point Capital Partners
California
$639K -$228K -917 -26%
EHWM
2011
Eads & Heald Wealth Management
Georgia
$637K -$105K -421 -14%
NAG
2012
Northstar Advisory Group
New Jersey
$635K +$249 +1 +0%
IF
2013
Integrity Financial
Wyoming
$634K +$6.47K +26 +1%
FIB
2014
First Interstate Bank
Montana
$634K +$34.8K +140 +6%
GFP
2015
Gryphon Financial Partners
Ohio
$633K +$30.8K +124 +5%
UF
2016
Univest Financial
Pennsylvania
$632K +$157K +633 +33%
B
2017
Bellecapital
Switzerland
$631K -$121K -485 -16%
GCM
2018
Gladius Capital Management
Illinois
$631K +$631K +2,536 New
GG
2019
Greenwood Gearhart
Arkansas
$630K -$46K -185 -7%
EAM
2020
Evanson Asset Management
California
$629K +$67.6K +272 +12%
GTAM
2021
Global Trust Asset Management
Florida
$628K -$292K -1,173 -32%
PM
2022
Penbrook Management
New York
$628K – – –
PSCM
2023
Per Stirling Capital Management
Texas
$626K +$34.1K +137 +6%
AA
2024
Aire Advisors
California
$623K -$28.6K -115 -4%
WG
2025
Wealth Group
North Carolina
$623K -$178K -714 -22%
79 80
81
82 83